See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,087 | $30,732-57.4% | $59,496-78.0% | $59,632-78.1% |
| Participation rate | 29.6% | 43.2%-13.6pp | 54.6%-24.9pp | 68.7%-39.0pp |
| Annual return | 34.23% | 4.47%+29.8pp | 182.05%-147.8pp | 2041.28%-2007.1pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $885 | $1,183-25.2% | $1,829-51.6% | $3,192-72.3% |
| Admin fee / account holder | $168 | $2,136-92.1% | $2,232-92.5% | $4,297-96.1% |